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Investment appraisal · Capital allocation · Scenario analysis

Investment Planning That Helps Businesses Evaluate Opportunities With Greater Clarity

Explore investment requirements, compare financial scenarios, assess capital-allocation priorities and evaluate potential outcomes through structured investment planning and analysis.

Book a Free 20-Minute Consultation See Plans & Pricing Projects starting from ₹4,999Excluding GST. Final pricing depends on project scope.
  • NPV — net present value
  • IRR — internal rate of return
  • Payback period

Illustrative values — not client results or expected returns

At a glance

  • 15capability areas
  • 120listed activities
  • 3transparent plans
  • 8process steps
The right opportunity is not always the obvious one

The right opportunity is not always the obvious one.

Investment decisions compete for capital, depend on uncertain assumptions and can create long-term consequences. Structured analysis helps businesses understand the financial case before committing resources.

  1. 01Too many options
  2. 02Will it pay back?
  3. 03Hidden risk
  4. 04Approved, then forgotten

Too many options

The challenge

Several projects, purchases or expansion opportunities compete for the same available capital.

How we help

Capital-allocation analysis across alternatives, using agreed criteria and available financial information.

The Investment Opportunity Comparator

Three opportunities. One capital decision.

Compare illustrative investment opportunities by initial capital requirement, estimated cash flows, NPV, IRR and payback period. Change the assumptions to explore how the financial case responds.

Initial investment Paid at the start (year 0). Discount rate12% An illustrative modelling assumption — choose it for the purpose of the analysis. Analysis period5 years Reset example ASteady Cash Flow BGradual Growth CDelayed Payback Annual cash flows for Opportunity A — Steady Cash Flow (illustrative, editable) Year 1 Year 2 Year 3 Year 4 Year 5 Comparison under the selected assumptions (illustrative)
OpportunityNPVIRRSimple payback
Opportunity A — Steady Cash Flow−₹62,7589.4%3.8 years
Opportunity B — Gradual Growth−₹1,93,0215.1%4.5 years
Opportunity C — Delayed Payback−₹2,05,4215.9%4.5 years

Under the selected assumptions, Opportunity A has an estimated NPV of −₹62,758 over 5 years using a 12% discount rate — negative under these assumptions. Its simple payback period is 3.8 years. These outputs are sensitive to the timing and size of future cash flows.

This is an illustrative business-investment analysis tool, not personalised investment advice. Results depend on user-entered assumptions and simplified calculation methods. Actual outcomes may differ materially. Timing convention: the initial investment is at year 0 and each annual cash flow at the end of its year. No metric on its own decides whether to invest.

Discuss My Investment Planning Requirement
Capabilities

A complete framework for evaluating business investments.

Explore 15 capability areas and 120 listed activities covering investment strategy, capital allocation, feasibility, modelling, risk, sensitivity analysis and performance monitoring. The capability catalogue describes the broader service offering; activities in your engagement depend on the selected plan and written scope.

  • Corporate investment planning8
  • Capital allocation analysis8
  • Investment feasibility analysis8
  • Investment cash-flow modeling8
  • Investment risk assessment8
  • Investment scenario planning8
  • Investment sensitivity analysis8
  • Capital expenditure investment planning8
  • Business expansion investment analysis8
  • Investment return modeling8
  • Investment horizon and liquidity planning8
  • Startup investment planning support8
  • Project investment appraisal8
  • Investment performance monitoring frameworks8
  • Outsourced investment analysis support8
Capability 01 · 8 activities

Corporate investment planning

The investment question, structured before the numbers.

  • Corporate investment objectives
  • Capital requirements
  • Cash-flow considerations
  • Investment horizons
  • Financial assumptions
  • Investment alternatives
  • Risk considerations
  • Management reporting
Discuss Corporate investment planning
8-step process

From investment question to structured appraisal.

Every engagement follows a disciplined process, from defining the objective to documenting assumptions and establishing an appropriate monitoring framework.

  1. 1Understanding Investment Objectives
  2. 2Financial Data Collection
  3. 3Data Validation
  4. 4Investment Requirement Assessment
  5. 5Investment Financial Modeling
  6. 6Risk and Quality Review
  7. 7Management Review
  8. 8Performance Monitoring Framework

Understanding Investment Objectives

Clarify the investment question, business goals, decision criteria and expected deliverables.

Ongoing monitoring is not included in every project-priced plan.

Plans & pricing

Choose the level of appraisal your decision requires.

Select the plan that fits the complexity of your investment question, cash-flow model, risk assessment and scenario requirements. All prices are in Indian rupees and exclude GST, government fees and third-party fees.

Essential₹4,999 Growth₹14,999 Premium₹34,999

Essential

Small investment decisions

/project + applicable GST
  • Investment objective review
  • Capital requirement estimate
  • Cash-flow model — basic
  • NPV/IRR/payback calculations
Show all 6 Choose Essential

Growth

Most popular

SME investment projects

/project + applicable GST
  • Investment objective review
  • Capital requirement estimate
  • Cash-flow model — detailed
  • NPV/IRR/payback calculations
Show all 6 Choose Growth

Premium

Complex expansion projects

/project + applicable GST
  • Investment objective review
  • Capital requirement estimate
  • Cash-flow model — detailed
  • NPV/IRR/payback calculations
Show all 6 Choose Premium
₹4,999Essential ₹14,999Growth ₹34,999Premium

Compare every feature

Essential Growth Premium Investment Planning: plan comparison
FeatureEssentialGrowthPremium
Price₹4,999/project₹14,999/project₹34,999/project
Investment objective reviewIncludedIncludedIncluded
Capital requirement estimateIncludedIncludedIncluded
Cash-flow modelBasicDetailedDetailed
NPV/IRR/payback calculationsIncludedIncludedIncluded
Investment risk assessmentBasicDetailedComprehensive
Scenario analysis2 scenarios3 scenariosUp to 5 scenarios
Sensitivity analysis—Not includedIncludedIncluded
Liquidity assessment—Not includedIncludedIncluded
Investment appraisal reportSummaryDetailedComprehensive
Consultation meetings124
Support period15 days30 days60 days

Plan comparison from our published service packages. Anything not listed is confirmed in your engagement scope.

The final scope and deliverables are confirmed in writing before work begins. No investment outcome is guaranteed.

Scope

Clear calculations. Documented assumptions. Defined scope.

What you receive

  • Investment appraisal report
  • Financial calculations
  • Scenario comparison
  • Documented assumptions
Deliverables depend on the selected plan and agreed engagement scope.

Not included

  • Personalized securities recommendations
  • Portfolio management
  • Investment product distribution
  • Guaranteed returns

Investment Planning is intended to support business investment evaluation and capital-allocation decisions. It is not personalised securities or portfolio advice, portfolio management or investment-product distribution. Financial calculations are based on agreed assumptions and do not guarantee future results.

Commercial offers

A straightforward way to begin.

  • New client welcomeFree 20-minute discovery consultationOne per new client
  • Annual commitment10% off eligible monthly retainers12-month agreement
  • Startup advantage10% off selected Essential packagesBusinesses in their first two years
  • Two-service bundle5% off combined monthly feesEligible, non-overlapping services
  • Three-service bundle10% off combined monthly feesEligible, non-overlapping services
  • Referral reward₹500 service creditAfter the referred client's first paid engagement

Offers do not stack. Eligibility, qualifying services, agreement duration and applicable conditions are confirmed in your proposal.

Who we support

Investment planning that reflects how your business operates.

Investment requirements vary with business models, asset needs, operating cycles, expansion plans and capital constraints. Our analysis is scoped around the specific business question.

  • Startups
  • ManufacturingEquipment investment
  • RetailInventory requirements
  • Wholesale Distribution
  • IT and SaaSTechnology investment
  • Healthcare
  • HospitalityNew locations
  • LogisticsExpansion capacity
  • ConstructionProject-based capital needs
  • Real EstateProperty and facilities
  • E-Commerce
  • Professional Services
  • Educational Businesses
  • Financial Services
  • Multi-Location Enterprises
FAQ

Investment Planning: five important questions.

5 answers

Expand all Collapse all Discuss My Investment Planning RequirementTalk to a Specialist
  • How much do Investment Planning services cost?

    Investment Planning plans are Essential at ₹4,999/project, Growth at ₹14,999/project and Premium at ₹34,999/project, excluding GST, government fees and third-party fees. The plans differ in the depth of modelling and risk assessment, and in the number of scenarios included. A free 20-minute discovery consultation is available to new clients. Offers are subject to eligibility.

  • Is this personal or portfolio investment advice?

  • Which metrics do you use?

  • What information is needed?

  • Can you monitor investments after approval?

Related services

Connect investment appraisal with the wider financial picture.

Give your next investment decision a clearer financial foundation.

Book a free 20-minute discovery call. We'll understand the investment question, recommend an appropriate level of analysis and confirm the scope in writing before work begins.

  • Free 20-minute consultation
  • No obligation
  • Clear, practical next steps
Book My Free Call Let's talk
Free 20-minute consultation

Discuss Investment Planning

Tell us where you are today. We'll recommend a suitable plan and confirm the scope in writing before any work begins — no obligation.

  1. We review your requirement.
  2. We get in touch to discuss the scope.
  3. You receive a recommended plan and a written scope.

Please don't share bank details, personal portfolio holdings, securities accounts or sensitive attachments here.

Which Investment Planning plan interests you?Step 1 of 3 — Plan
Download PDF

Take the Investment Planning brochure with you

Business investment feasibility and capital allocation analysis. What is included, how we work, the quality checks we run and answers to common questions, in one branded PDF.

Download the service brochure Quality process PDF Read the quality process You'll be asked for your details for each download.